Creating a New User Account

Partner Accounts are set up by the Canopy Team. You will be provided with the Partner Admin account log in details. 

Upon log in to Engine site, you may start to create your User Account. 

You can add new Users to your account from User Admin > Accounts.

1. Click on  to get started. 

2. Fill in the mandatory fields marked with the red *.

In this example, the Account Code for the new user is falcon123, which is also the Username.

3. Once you are done, hit . 

A pop up confirmation appears, hit OK. 

You have successfully created an account! You will now see this account in your Accounts view.  

Manage or Delete User Accounts

Occasionally, you may need to make some changes to the Users in your account when new colleagues join.

1. In the Accounts view, click on the arrow to expand the view, and click on the edit icon .

2. The Edit Account window pops up, you can edit information or delete user (bottom right). 

This user will be deleted from your account.